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Western Pacific Wealth Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Western Pacific Wealth Management’s Portfolio FNDA Stock Details FNDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-116
Closed -$3.31K – 250
2024
Q1 		$3.31K Buy
+116
New +$3.16K ﹤0.01% 227

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SFS
Solitude Financial Services Charlottesville, Virginia $338M AUM 16.4% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Western Pacific Wealth Management's FNDA Position: Q2 2024 in Review

Western Pacific Wealth Management sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2024, closing a stake of 116 shares — an estimated $3.31K sold.

Western Pacific Wealth Management first reported a position in FNDA in Q1 2024 and held it in 1 quarter. The position peaked at $3.31K in Q1 2024. 391 funds tracked by Wall St. Rank hold FNDA as of Q2 2024.

  • Western Pacific Wealth Management reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q2 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 116 Schwab Fundamental US Small Company Index ETF shares in Q2 2024, an estimated $3.31K.
  • Western Pacific Wealth Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2024 and held it in 1 quarter.
  • Western Pacific Wealth Management's Schwab Fundamental US Small Company Index ETF position peaked at $3.31K in Q1 2024.
  • 391 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2024.

Based on Western Pacific Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.